Topics covered: Video Games, Value, Underselling, Top-Line Expansion, Teen Consumers, Stablization, Shifts in Consumer Shopping Habits, Retailers Reaction to Shifts in the Economy, Promotions, Positives of the Downturn, Lower Cost Structure, Internet Stores, International Growth, Innovation, Informed Customers, Housing Market, Holiday Expectations, Growth of Amazon, Department Stores, Cross-Shopping, Consumer Spending Trends, Consumer Electronics, Competition in Specialty Retailing, Comparable Store Sales, Change in the Consumer, Buying Trends, Balance in Merchandise, Back to School, Appliance Category
Topics covered: Valuation Levels, Student Funding, Stafford Loans, Secular Trends, Return on Invested Capital, Regulatory Uncertainty, Regulatory Concerns, Postsecondary Tuition, Postsecondary Education in China, Opporunity for Growth, Online Education, Nontraditional Students, Management Transition, Management Teams, Long Term Prospects, Jobs Market, International Students, Growth Prospects, Growth in Postsecondary Education, Global Education, Fundamental Trends, For-Profit Institutions, Focus on Quality, Execution Risk, Earnings Growth, Domestic Players, Developing Postsecondary Education Programs, Decline in Stock Prices, Acceleration of Enrollment Rates
Topics covered: Well Positioned Companies, Sector Status, Positive Outlook, Organic Sales Results, Macro Environment, Increase in Profit, Expanse of the Market, Earnings Growth, Cash for Clunkers, Brand Mix, Automotive Aftermarket, Aftermarket Fundamentals
Topics covered: What to Look for in Companies, Weakness in Construction and Real Estate Lending, Stabilization, Shape of the Recovery, Relative Earnings Growth, Portfolio Diversification, Opportunities in Oil, Marketplace Valuation, Market Recovery, Investing in REITs and ETFs, Investing in Emerging Markets, International Markets, Health Care System, Government Stimulus, Federal Regulation, Fast Growing Companies, Deleveraging, Cutting Costs, Capital Markets, Buying Trends, Banking Industry
Topics covered: Ultra Low Voltage Processors, Semiconductor Supply Chain Status, Semiconductor Inventory Aging and Type, Processor Power Developments, Netbook Growth, NAND Pricing and Demand, Micro-Electro-Mechanical Systems (MEMS) Demand Cycle, LCD TV Growth, DRAM Industry Reorganization